LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.64M
3
+$1.37M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$457K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$408K

Top Sells

1
+$2.22M
2
+$1.1M
3
+$698K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$315K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$226K

Sector Composition

1 Utilities 2.04%
2 Financials 1.61%
3 Consumer Staples 1.54%
4 Industrials 1.17%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
48
-10
452
$4K ﹤0.01%
33
453
$3K ﹤0.01%
102
454
$3K ﹤0.01%
92
455
$3K ﹤0.01%
+50
456
$3K ﹤0.01%
30
-7
457
$3K ﹤0.01%
43
458
$3K ﹤0.01%
23
459
$3K ﹤0.01%
22
-5
460
$3K ﹤0.01%
72
461
$3K ﹤0.01%
110
462
$3K ﹤0.01%
+25
463
$3K ﹤0.01%
32
464
$3K ﹤0.01%
+23
465
$3K ﹤0.01%
42
466
$3K ﹤0.01%
70
467
$3K ﹤0.01%
50
468
$3K ﹤0.01%
56
-27
469
$3K ﹤0.01%
65
470
$3K ﹤0.01%
165
471
$3K ﹤0.01%
50
472
$3K ﹤0.01%
30
-106
473
$3K ﹤0.01%
18
-6
474
$3K ﹤0.01%
53
475
$3K ﹤0.01%
+55
17 18
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